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AIM

Acropolis Investment Management Portfolio holdings

AUM $2.54B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
+7.18%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$1.82B
AUM Growth
+$135M
Cap. Flow
+$22.2M
Cap. Flow %
1.22%
Top 10 Hldgs %
66.15%
Holding
308
New
11
Increased
119
Reduced
89
Closed
63

Top Buys

Rank Stock Value
1
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.25M
2
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$4.53M
3
BND icon
Vanguard Total Bond Market
BND
+$3.96M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.67M
5
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$3.37M

Top Sells

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.38M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.05M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.04M
4
TT icon
Trane Technologies
TT
+$653K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$602K

Sector Composition

Rank Sector Weight
1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
26
Microsoft
MSFT
$3.71T
$9.82M 0.54%
19,752
+150
+0.8% +$65.1K
VUG icon
27
Vanguard Morningstar Growth ETF
VUG
$231B
$9.23M 0.51%
126,342
+558
+0.4% +$36.7K
WMT icon
28
Walmart Inc
WMT
$890B
$9.12M 0.5%
93,267
-238
-0.3% -$22.7K
NVDA icon
29
NVIDIA
NVDA
$5.42T
$8.73M 0.48%
55,274
+1,573
+3% +$198K
IEMG icon
30
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$8.54M 0.47%
142,199
+4,963
+4% +$277K
DFCF icon
31
Dimensional Core Fixed Income ETF
DFCF
$10.9B
$8.38M 0.46%
198,224
+2,930
+2% +$122K
MUB icon
32
iShares National Muni Bond ETF
MUB
$45.5B
$6.8M 0.37%
65,075
-5,787
-8% -$602K
VCIT icon
33
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$6.14M 0.34%
74,034
+3,600
+5% +$292K
JPM icon
34
JPMorgan Chase
JPM
$950B
$5.84M 0.32%
20,153
+48
+0.2% +$12.2K
AMZN icon
35
Amazon
AMZN
$2.96T
$5.69M 0.31%
25,922
-423
-2% -$83.7K
GOOGL icon
36
Alphabet (Google) Class A
GOOGL
$4.33T
$5.67M 0.31%
32,195
+568
+2% +$93K
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.13T
$5.32M 0.29%
10,950
+7
+0.1% +$3.56K
V icon
38
Visa
V
$677B
$5.25M 0.29%
14,787
-4
-0% -$1.39K
IWR icon
39
iShares Russell Mid-Cap ETF
IWR
$57.4B
$5.16M 0.28%
56,152
-1,444
-3% -$125K
SCHF icon
40
Schwab International Equity ETF
SCHF
$68.7B
$4.63M 0.25%
209,296
-14,275
-6% -$297K
IEI icon
41
iShares 3-7 Year Treasury Bond ETF
IEI
$17.8B
$4.36M 0.24%
36,641
+6,789
+23% +$801K
VTV icon
42
Vanguard Morningstar Value ETF
VTV
$191B
$4.07M 0.22%
23,046
+1,881
+9% +$318K
BSV icon
43
Vanguard Short-Term Bond ETF
BSV
$44.6B
$3.85M 0.21%
48,868
-2,883
-6% -$225K
IWD icon
44
iShares Russell 1000 Value ETF
IWD
$83.7B
$3.82M 0.21%
19,692
-80
-0.4% -$14.8K
VGIT icon
45
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$3.8M 0.21%
63,558
+1,480
+2% +$87.6K
EFA icon
46
iShares MSCI EAFE ETF
EFA
$80.2B
$3.75M 0.21%
41,953
-1,227
-3% -$105K
IYW icon
47
iShares US Technology ETF
IYW
$25.2B
$3.59M 0.2%
20,713
-190
-0.9% -$28.8K
SPY icon
48
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$3.55M 0.2%
5,744
+250
+5% +$143K
VBK icon
49
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$3.49M 0.19%
12,590
– –
XLK icon
50
State Street Technology Select Sector SPDR ETF
XLK
$124B
$3.37M 0.18%
26,582
+188
+0.7% +$20.9K
1
2
3 4 5

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Acropolis Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Acropolis Investment Management held 308 positions worth $1.82B, up 8% from $1.69B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Acropolis Investment Management's Q2 2025 filing shows 11 new, 119 increased, 89 reduced and 63 closed positions. Its largest new stake was Avantis US Small Cap Equity ETF: 45,745 shares worth $2.36M. The largest sale was Vanguard FTSE Developed Markets ETF, an estimated $1.38M.

By sector, the portfolio is most concentrated in Technology at 2.5% of assets, up from 2.5% a quarter earlier, followed by Financials and Industrials.

  • Acropolis Investment Management's largest Q2 2025 buy was Avantis US Small Cap Equity ETF: 45,745 shares worth $2.36M.
  • Acropolis Investment Management added most to Vanguard Short-Term Treasury ETF in Q2 2025, an estimated $6.25M increase.
  • Acropolis Investment Management's biggest Q2 2025 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $1.38M.
  • Acropolis Investment Management fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025, selling an estimated $1.04M.
  • Acropolis Investment Management's ten largest holdings make up 66% of its $1.82B portfolio in Q2 2025.
  • Acropolis Investment Management opened 11 new positions and closed 63 in Q2 2025.
  • Acropolis Investment Management's portfolio value rose 8% quarter-over-quarter to $1.82B.

Based on Acropolis Investment Management's 13F filing for Q2 2025, filed 14 Jul 2025.